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INTRODUCING THE

Plan Like a CEO Playbook

The ultimate planning system for ambitious entrepreneurs like you to help you get clear on what you want, map out the steps to get there, and run your business with confidence without feeling buried under your never-ending to-do list.

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A journal with dates written on it, a pen, a ruler, and some safety pins

Finally, a planning system that actually works (and doesn’t make you want to scream).

You’ve tried to plan your year before.

 

You bought the cute planner, scribbled your big goals in it, and maybe even color-coded a few pages.

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But a few weeks in, it all fell apart.

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Life got busy.

You didn’t stick with it.

And suddenly, your “plan” was gathering dust in a drawer while you went back to just winging it.

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I get it...

​In fact, if you're anything like me, a typical day might look like this:

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  • You sit down at your desk, ready to tackle your goals, but then an email comes in… and suddenly, half the day is gone.
     

  • There’s so much to do that you’re not even sure where to start, so you do the easy stuff, like scroll on social media for "research"—because at least you’re crossing something off the list, right?
     

  • By the end of the day, you’re wiped, staring at your to-do list, wondering, “What did I even get done today?”​

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It’s not that you’re not trying—you’re trying so hard.
 
But without a clear plan to guide you, it’s easy to get stuck in the cycle of busywork instead of meaningful progress.

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That’s why I created the Plan Like a CEO Playbook.

Most planning systems look great on paper but fall apart in real life.

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They’re complicated.

They expect you to be perfect.

And they don’t account for the chaos of actually running a business.

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I know, because I tried them all.

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There were the abandoned planners, the digital tools that took more time to manage than the tasks themselves, and the “goal-setting workshops” that left me with a lot of fluff but no real direction.

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Nothing stuck—until I created my own system.

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The Plan Like a CEO Playbook is different because it’s built for people like us:

Entrepreneurs with never-ending to-do lists.

Big dreamers who get distracted by all the shiny objects.

Action-takers who want simple, clear steps to follow.

With the Plan Like a CEO Playbook, you'll:

1

You’ll stop spinning your wheels on low-priority tasks and start focusing on the work that actually grows your business.

2

You’ll finally have a clear, step-by-step plan to turn your big ideas into real progress—without the overwhelm.

3

You’ll wake up each day knowing exactly what to work on, so you can run your business with clarity and confidence.

This isn't about creating a plan.
It's about creating results.

Blue weekly planner with a yellow mug of coffee

Imagine if you...

Were no longer drowning in endless to-do lists because you’ve got a plan that keeps you focused.

Woke up every morning knowing exactly what to work on to move your business forward.

Made real progress toward the big, exciting goals you’ve been dreaming about.

You don't have to hustle harder.
You just need a  
plan.

THIS IS POSSIBLE WITH THE

Plan Like a CEO Playbook

This isn’t just a course—it’s a complete system designed to help you go from overwhelmed and scattered to focused, intentional, and confident in your next steps.

HERE'S WHAT'S INSIDE:

Plan like a CEO Playbook course materials

QUICKLY MAP OUT YOUR YEAR WITH MY EXCLUSIVE PLANNING TOOL

 

Stop juggling a million tasks without a clear plan. This tool makes it easy to map out your entire year in a simple, visual format—AND comes with step-by-step training to guide you through the process.

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  • Get a clear, bird’s-eye view of your business so nothing falls through the cracks.

  • Avoid overcommitting by making sure your plans are realistic.

  • Always know what to work on next with easy-to-follow timelines.

SHIFT INTO CEO MODE

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You can’t run your business like a pro if you’re constantly reacting to whatever’s on fire. This training helps you step into the role of decision-maker so you can focus on what actually grows your business.

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  • Learn to prioritize like a CEO (instead of putting out fires all day).

  • Free yourself from busywork and start making intentional moves.

  • Feel confident about every step you’re taking toward your goals.

Plan like a CEO Playbook CEO Mindset training
Plan like a CEO Playbook list of big goal ideas

SET GOALS THAT INSPIRE YOU WITH THE BIG GOAL IDEAS CHECKLIST

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No more vague or boring goals that don’t actually excite you. This list helps you dream big and stay strategic, so you’re always working toward something meaningful.

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  • Define a goal that motivates you to stay consistent and take action.

  • Align your goals with your vision for your life and business.

  • Stop second-guessing and commit to what truly matters.

​Ready to take control of your business and your year?

GET ALL OF THIS TODAY FOR $296

ONLY $37

Lifetime access. MONEY-BACK GUARANTEE.

Plus these bonuses!

SPEND TIME ON WHAT MATTERS WITH THE POWER MOVES REVENUE-GENERATING ACTIVITIES LIST

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Tired of wasting time on tasks that don’t move the needle? This curated list of 25 high-impact activities helps you focus on what drives results—and let go of the rest.

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  • Say goodbye to busywork and hello to productivity.

  • Learn exactly where to put your energy to make the biggest impact.

  • Feel confident that you’re spending your time where it counts.

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HIT YOUR FINANCIAL TARGETS WITH THE REVENUE ROADMAP CALCULATOR​

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Not sure how to turn your revenue goals into reality? This calculator breaks it all down for you—how many leads, sales, and conversions you need to hit your numbers.

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  • Take the guesswork out of growing your business.

  • Build a clear plan to hit your income goals without the stress.

  • Stop wondering “Am I doing enough?” and start knowing you’re on track.

Oh, and speaking of making your life easier...

INTRODUCING YOUR ULTIMATE PLANNING SIDEKICK

Having a goal is one thing. Actually breaking it down into clear, manageable steps? That’s where things can feel overwhelming.

 

That’s why the Goal Guru is here to help.

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WHAT IS THE GOAL GURU?

It’s a custom-built AI assistant specifically designed to work with the Plan Like a CEO Playbook.

Whether you’re mapping out your quarterly goals or figuring out what needs to happen this week, this bot is your go-to for turning big dreams into actionable steps.

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Here’s how it works:

Enter your big goal.

It guides you through the Plan Like a CEO Playbook planning process by asking smart, relevant questions to understand your goals and priorities.

It breaks everything down into simple, actionable steps, so your plan practically writes itself.

What this means for you:

  • No more wasting time trying to figure out what needs to happen next.

  • Clear, actionable steps so you can focus on execution instead of planning.

  • A faster, simpler way to make meaningful progress toward your goals.

The Goal Guru makes filling out the Playbook almost effortless, so you can skip the overwhelm and get straight to taking action.

Ready to work smarter, not harder?

GET ALL OF THIS TODAY FOR $296

ONLY $37

Lifetime access. MONEY-BACK GUARANTEE.

This is for you if...

You’ve got big dreams for your business but feel stuck in the day-to-day grind.

You’re tired of winging it and ready to follow a plan that actually works.

You want a system that’s simple, clear, and actionable.

It's probably not for you if...

You’re looking for a quick fix or magic wand.

You’re not ready to take action on your plans and goals.

You’re not willing to spend 1–2 hours creating a plan that could change everything.

YOU GET ALL OF THIS INSTANTLY

My Signature Planning Tool ($97 Value)

Map out your entire year in a simple, visual format and always know what needs to happen next.

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CEO Mindset Training ($67 Value)

Shift your focus to high-impact decisions that actually grow your business.

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Big Goal Ideas ($17 Value)

Inspiring, actionable goals to keep you motivated and aligned with your vision.

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Plus These Bonuses!

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Power Moves: Revenue-Generating Activities ($37 Value)

25 high-impact tasks to help you focus on what moves the needle.

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Revenue Roadmap Calculator ($29 Value)

Plan your profits with precision—no more guesswork about hitting your revenue goals.

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The Goal Guru: AI-Powered Planning Tool ($49 Value)

Your personal planning sidekick, turning big dreams into crystal-clear action plans.

$296 VALUE FOR JUST $37 

Lifetime access. MONEY-BACK GUARANTEE.

Happiness, Guaranteed

I truly believe in this system because it’s the exact process I use to run my business with clarity and confidence.

 

And I’m confident it can work for you, too.

 

But if it doesn’t feel like the right fit, I want you to feel 100% comfortable walking away.

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That's why if, for any reason, you don’t feel like it’s exactly what you need, just email me within 7 days, and I’ll refund every single penny.

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No hoops to jump through.

No awkward questions.
No hard feelings.

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So there’s zero risk—just the chance to finally plan your year with purpose, focus, and ease.

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You’ve got nothing to lose, so let’s make this your best year yet!

Lifetime access. MONEY-BACK GUARANTEE.

Sober Coach Marci Rossi on chair

Hi, I'm Marci

I know what it feels like to be buried under the never-ending list of tasks that comes with running a business—trying to stay on top of everything while wondering when you’ll finally have time to breathe.​

Sound familiar?

​Not so long ago, I was right where you are—overwhelmed, unfocused, and constantly reacting to whatever felt most urgent.

 

But everything changed when I learned how to plan with purpose.

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Once I started creating clear, actionable plans that aligned with my goals, I went from feeling stuck to running my business with clarity and confidence.

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Now, I’m here to help you do the same.

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Let me help you get out of the weeds and into a plan that works—so you can finally focus on the big, exciting vision you have for your business.

RESULTS & RAVE REVIEWS

Here’s how I've helped others achieve real results:

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Wait ! I Have A Question

  • How much time will this program take?
    The Plan Like a CEO Playbook is designed for busy entrepreneurs like you. The tools and training are simple and straightforward, and you can complete the entire process in just a couple of hours. Think of it as a small investment of your time now that saves you hours every week by helping you focus on what really matters.
  • What if I don’t have a clear goal yet?
    No problem! The Playbook includes a Big Goal Ideas Checklist to help you define an exciting, actionable goal that aligns with your vision. You don’t need to have it all figured out—that’s exactly what this system is here to help you with.
  • Is there a refund policy?
    The Plan Like a CEO Playbook comes with a 7-day happiness guarantee. If you try it and don’t feel like it’s the right fit, just email me within 7 days for a full refund—no questions asked.
  • Do I need to be good with tech to use this?
    Not at all! Everything is easy to use, even if you’re not a tech pro. The tools are simple, and I’ll walk you through how to use them step by step. You can even stick with pen and paper if that’s your style—this system is flexible enough to work for everyone.
  • I’ve tried planning systems before, and they didn’t work. What makes this different?
    The Plan Like a CEO Playbook is more than a course—it’s a system. And you’re not just learning; you’re implementing. From the Exclusive Planning Tool to the Revenue Roadmap Calculator, you’ll have everything you need to create a plan you’ll actually stick to.
  • What if I'm not ready to quit drinking?
    This program is designed to help you explore your relationship with alcohol to better understand your behaviors before you attempt to change them. Only then will you make the decision that’s right for you, whether that’s to moderate or stop drinking altogether. ​ That's right—there's no expectation that you quit drinking on day 1 of the program; that would require willpower. I don't want you to rely on willpower because it's limited. Instead, we focus on your mindset so that the behavior change follows naturally.
  • Is there a refund policy?
    Yep! I want you to feel confident in your purchase. Your success is my #1 priority, so if it isn't working out with me, I want you to be able to find the support that will get you there. That's why I offer my Happiness Guarantee.
  • How long will it take me to complete the course?
    Each day, you get one new short but powerful lesson for a total of 30 lessons. It's up to you whether you want to engage with the course daily, or binge a whole bunch at one time! You also have lifetime access to the course, so you can revisit lessons when you need a refresher.
  • Is this like AA?
    Nope! There are no groups, there's no surrendering to a higher power because I fully believe that YOU have the power to make lasting changes all on your own, and there are no chips because I don't care about how many days it has been since your last drink—I care about how you FEEL about alcohol.
  • What if I have more questions?
    Reach out to me on Instagram! You can find me @CoachMarciRossi - I'm here to answer any questions you have and help you decide if this program is right for you.
  • How much time will I need to commit?
    We'll meet every two weeks for our power sessions, but the real magic happens in between. You’ll need to dedicate some time to implement the strategies we discuss, but remember—you’re in this to make your life easier, not busier. I’ll help you prioritize and manage your time so that you’re working smarter, not harder.
  • Do you offer payment plans?
    Absolutely! You can choose between a pay-in-full option and save, or spread out your investment over three or more payments. I want to make this as accessible as possible for those who are ready to take action and invest in themselves and their business.
  • What kind of results can I expect?
    Results depend on your commitment, but here’s the deal: we’re not here to play small. Clients who dive in and put in the work have seen everything from best-ever sales months to higher ROI on marketing strategies to finally feeling in control of their business (and their life). I’m talking real, tangible progress, not fluffy dreams.
  • Do you offer refunds or a money-back guarantee?
    Here's the thing: real transformation requires you to be all in—no half-measures, no one foot out the door. When you’re on the fence, it’s easy to back out when things get tough. But here’s the truth: those tough moments? That’s where the magic happens. That’s where real growth kicks in. I believe in your potential, and I’m fully committed to helping you unlock it. This journey isn’t just about getting results; it’s about becoming the business owner you’ve always known you could be. When you decide to invest in this program, you’re not just buying a service—you’re making a promise to yourself that you’re ready to step up, face the challenges head-on, and create the success you deserve. And I’ll be with you every step of the way. If you hit a roadblock, we’ll push through it together. If doubts creep in, I’ll be there to remind you of your power. This isn’t just a transaction; it’s a partnership, and I’m all in with you—so I need you to be all in too. I believe that the best results come from going all-in on your dreams. If you’re ready to make that same commitment, I promise you’ll come out the other side stronger, more confident, and with a business that reflects the powerhouse you truly are.
  • Do I need to have my business fully established before I join?
    Nope! Whether you’re just getting started or you’ve been at it for years, this program is designed to meet you where you’re at. We’ll focus on what you need right now to build or scale your business, and I’ll make sure you’ve got a solid foundation to grow from. In fact, if you don't already have an established business, I can help you get it off the ground with my done-for-you startup services.
  • How quickly will I see results?
    Good things take time, and real transformation doesn’t happen overnight. That said, you’ll start seeing shifts as we dig in—whether that’s in your mindset, your strategy, or how you approach your business. If something isn’t clicking, we’ll adjust and keep moving forward. I’m with you every step of the way.
  • What if I have more questions?
    Book a call with me. I'm here to answer any questions you have and help you decide if my private coaching program is right for you.
  • Is this like therapy?
    Nope! Coaching is about the PRESENT and the FUTURE: what are your goals, what's keeping you from achieving them, and what do you want going forward. It centers on the beliefs you hold about alcohol—and yourself—that are holding you back and exploring new perspectives that can help you move forward. Therapy or counseling helps you work through or heal issues from your PAST that are causing problems in the present. Some examples include trauma, abuse, or anything that involves a clinical diagnosis. If you need support in this area, I encourage you to find someone licensed to handle such things.
  • Is there a refund policy?
    Yep! I want you to feel confident in your purchase. Your success is my #1 priority, so if it isn't working out with me, I want you to be able to find the support that will get you there. That's why I offer my Happiness Guarantee.
  • What if I'm not ready to quit drinking?
    This coaching program is designed to help you explore your relationship with alcohol to better understand your behaviors before you attempt to change them. Only then will you make the decision that’s right for you, whether that’s to moderate or stop drinking altogether. ​ That's right—there's no expectation that you quit drinking on day 1 of the program; that would require willpower. I don't want you to rely on willpower because it's limited. Instead, we focus on your mindset so that the behavior change follows naturally.
  • Is this like AA?
    Nope! There are no groups, there's no surrendering to a higher power because I fully believe that YOU have the power to make lasting changes all on your own, and there are no chips because I don't care about how many days it has been since your last drink—I care about how you FEEL about alcohol.
  • What happens after I apply?
    We will hop on a brief call so that I can answer any questions you might have. If it looks like we will be a good fit, you will then be invited to join my coaching program. Then, once you finalize your purchase, it's time to get this party started!
  • How will this fit into my schedule?
    I understand that you have a busy life, which is why I've designed this coaching program to be flexible and convenient. This means you can fit coaching sessions into your schedule without having to sacrifice other important commitments. Additionally, with 1-on-1 coaching, you can often achieve faster results than you would with group coaching or self-help programs. This is because you'll receive more personalized attention and support, which can help you overcome obstacles more quickly and make progress faster.
  • I'm not very tech-savvy—what if I need support after our time together?
    Once the systems are set up, I don’t just leave you hanging. I’ll walk you through everything with training videos and cheatsheets, making sure you understand how to use and manage the systems on your own so you feel fully confident in taking control of your new processes and tools. These resources are yours to keep and will be there for you to refer back to whenever you need, ensuring you can manage and adjust things easily as your business evolves.
  • Is there anything The Shortcut can't do?
    Absolutely! I’m all about transparency, so before you ever sign up, we’ll sit down and discuss your specific needs. If there’s something outside my wheelhouse, I’ll be upfront about it. That way, you're fully clear on what I can deliver and what might need another solution.
  • What kind of tasks do you take off my plate?
    I handle all the time-consuming operational tasks that keep your business running behind the scenes—like scheduling systems, email marketing automations, client onboarding processes, payment processing, etc. Basically, I make sure the important stuff that no one sees is working smoothly.
  • What if I don’t know what systems I need?
    No worries! We’ll start by seeing where your business currently stands and where you want to take it. From there, it’s just about connecting the dots! Together, we’ll figure out exactly what systems make sense to get you from point A to point B. Or if you prefer, you can call the shots on which ones work best for you and then I'll get to implementing!
  • What if I’m already using certain tools or software? Will I have to switch?
    I work with the tools you already have in place whenever possible. My goal is to build on what’s working for you, not to force you into using a specific platform. If there are gaps, I’ll suggest tools that integrate seamlessly with your existing setup so everything works together smoothly. That said, I have tried a LOT of the tools out there, so if I know of a better product that could make things easier for you, I'll let you know. Any recommendations I make though are totally optional.
  • How much of my time is required?
    Your input will be needed from time to time—after all, it’s your business, and we want to make sure everything aligns with your goals. But if you prefer, you can be as hands-off as you want during the process. Once we’ve had the initial deep dive to understand your needs, I’ll handle the heavy lifting, and you can jump in when necessary to make key decisions.
  • How long does it take to set everything up?
    Some systems can be set up in just a few hours or days, like scheduling tools or basic email automations. Others, like client onboarding processes or full funnel development, might take a bit longer. But no matter the scope, everything will be wrapped up and ready to hand over by the end of the 3-month coaching package. That way, you’ll have a fully functioning setup and a solid strategy in place by the time we’re done.
  • I’m already overwhelmed. Won’t this just add to my stress?
    I totally get it. You’re already juggling a million things, and the last thing you need is more on your plate. The Shortcut is designed to relieve that pressure, not add to it. I’ll take care of the tech and system setup, so you can focus on what you’re great at. You’ll actually feel less overwhelmed once everything’s streamlined.
  • What are the next steps?
    We’ll hop on a call where I can get a clear understanding of your business and goals. From there, we’ll define exactly what your package would include, so you know what you're getting and how it’ll benefit your business.
  • What’s the point of the strategy coaching that comes with The Shortcut?
    I don’t set up systems just for the sake of having them. Every tool and process we implement is chosen to support your larger business goals. But systems alone won’t guarantee success. The strategy coaching is where we connect all the dots, making sure that everything works together to drive your business growth. It’s about building the big picture and ensuring you have a clear path forward to scale your business effectively.

Can I be honest with you?

Making decisions like this can feel a little risky—especially when you’ve been burned by other courses or systems that didn’t deliver.

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But let me ask you this: What’s the alternative?

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Are you going to keep juggling everything, hoping you’ll magically find more time and clarity?

 

Or are you going to keep letting those big, exciting goals stay on the back burner while you’re buried under busywork?

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You deserve better than that. Your business deserves better than that.

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Look, I’ve been there. I know exactly what it feels like to have big dreams but no clear way to make them happen.

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But here’s the truth: Nothing changes if you don’t make a move.

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This isn’t just another thing to add to your to-do list. It’s the tool that will finally help you take control of your business.​

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If you’re ready to stop winging it and start making your big ideas happen, this is your moment.

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You’ve got everything you need to succeed—now it’s just a matter of saying yes.

Let's make this the year you
stop dreaming and start           

doing.
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